A checklist to ensure effective KPI tracking and reporting.
What are the most critical areas for performance measurement?
Ensure KPIs are aligned with business objectives.
How will the KPI be calculated?
Where will the data come from (e.g., CRM, databases, analytics platforms)?
How often will data be collected and by whom?
Implement data validation and quality control measures.
Select tools that meet the needs of the organization.
Present data in a user-friendly format with relevant context.
How often will reports be generated and who will receive them?
What insights can be derived from the data?
What actions will be taken to address performance gaps or capitalize on opportunities?
Ensure KPIs remain relevant and aligned with changing business objectives.